AI Hardware Drives 42% Of Global Trade Gains As WTO Raises 2025 Goods Forecast

Benzinga

The WTO raised its 2025 global trade growth forecast to 2.4%, driven by AI-related demand and stronger developing-world trade. Semiconductor and server exports fueled 42% of growth as supply chains proved resilient despite tariff risks.

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00:00It's Benzinga, bringing Wall Street to Main Street.

00:02The World Trade Organization raised its 2025 global merchandise trade growth forecast to 2.4%

00:07from 0.9% according to the AP. The increase reflects strong AI-related demand, U.S. import

00:13front-loading ahead of terafikes, and expanding developing world trade. WTO Director General

00:18Ngozi Njokowi-Nueva said AI-driven purchases of semiconductors, servers, and telecom gear

00:24accounted for 42% of global trade growth, up from a 50% share last year.

00:29Trade among developing countries rose 8% year-over-year and 9% excluding China.

00:34She credited a measured response to Trump-era tariffs and resilient supply chains for a burning

00:38deeper slowdowns. WTO cut its 2026 goods trade forecast to 0.5%, while services trade growth

00:45seemed moderating to 4.6% in 2025. For all things money, visit Benzinga.com.

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